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Portfolio (Quarterly) Guide ↗

SevenBridge Financial Group, LLC

· CIK 0001673954
13F Portfolio $680M AUM 212 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 58 Added 108 Reduced 13 Exited
Page 6 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEI ISHARES TR 11,376.0 $1.3M 0.20% -4K -25.7% $116.55 -0.1%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 6,992.0 $1.3M 0.20% -255.0 -3.5% $189.57 -0.7%
103 FDX FEDEX CORP Industrials 3,962.0 $1.3M 0.19% -591.0 -13.0% $318.60 +2.0%
104 MCD MCDONALDS CORP Consumer Cyclical 4,591.0 $1.3M 0.18% -344.0 -7.0% $274.48 -1.3%
105 EOG EOG RES INC Energy 9,281.0 $1.3M 0.18% -18K -65.7% $134.74 +13.6%
106 ETN EATON CORP PLC Industrials 2,785.0 $1.2M 0.18% -105.0 -3.6% $448.68 -6.6%
107 COP CONOCOPHILLIPS Energy 10,415.0 $1.2M 0.18% -85.0 -0.8% $117.61 +14.7%
108 TGT TARGET CORP Consumer Defensive 8,166.0 $1.2M 0.18% -597.0 -6.8% $149.70 +10.5%
109 VCIT VANGUARD SCOTTSDALE FDS 14,924.0 $1.2M 0.18% -2K -11.3% $81.42 -0.5%
110 DIS DISNEY WALT CO Communication Services 11,520.0 $1.2M 0.18% -4K -26.8% $104.91 +2.7%
111 SCHF SCHWAB STRATEGIC TR 40,811.0 $1.2M 0.17% -1K -2.8% $28.23 +0.8%
112 NVS NOVARTIS AG Healthcare 7,267.0 $1.1M 0.17% -612.0 -7.8% $156.33 +1.6%
113 MU MICRON TECHNOLOGY INC Technology 1,245.0 $1.1M 0.16% -70.0 -5.3% $877.57 +10.2%
114 CVX CHEVRON CORPORATION Energy 5,705.0 $1.1M 0.16% -251.0 -4.2% $186.57 +10.0%
115 SCHG SCHWAB STRATEGIC TR 29,690.0 $1.1M 0.16% -5K -14.8% $35.78 -1.3%
116 ADI ANALOG DEVICES INC Technology 2,615.0 $1.0M 0.15% -238.0 -8.3% $389.95 -4.3%
117 SCCO SOUTHERN COPPER CORP Basic Materials 5,113.0 $1.0M 0.15% -765.0 -13.0% $199.06 +8.5%
118 NFLX NETFLIX INC. Communication Services 13,180.0 $977K 0.14% -1K -8.0% $74.14 +7.4%
119 EMR EMERSON ELEC CO Industrials 6,172.0 $977K 0.14% -643.0 -9.4% $158.26 -0.7%
120 UNH UNITEDHEALTH GROUP INC Healthcare 2,369.0 $965K 0.14% -7K -75.0% $407.13 -4.2%
Page 6 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 13.8%
Industrials 11.5%
Healthcare 9.7%
Communication Services 7.7%
Consumer Cyclical 7.6%
Energy 6.9%
Consumer Defensive 5.7%
Basic Materials 4.0%
Utilities 3.2%